Dealing Manager, Wealth Management

Job SummaryWe are looking for a highly skilled and experienced lawyer to join our Asset Wealth Management (Private) legal team in Hong Kong. The successful candidate will be responsible for providing comprehensive legal support to the division, including advising on transaction structuring, managing diligence processes, reviewing and negotiating deal...

At PAObank, we are looking for a talented Wealth Product Manager to join our team. The successful candidate will be responsible for building and managing comprehensive wealth products that provide a delightful user experience.The ideal candidate will have a strong understanding of licensing requirements and regulatory frameworks, particularly in dealing with...

Job DescriptionAs a Dealing Manager, Wealth Management at CLSA, you will be responsible for handling client enquiries on execution-related matters such as margin requirements, account balances, margin calls, and forced selling. This involves providing daily execution and OTC services to clients while supporting sales and sales traders with accurate and...

We are seeking an experienced Financial Fund Analyst to join our team at River Delta Wealth Management. As a Financial Fund Analyst, you will be responsible for participating in fund of funds investments, focusing on fund selection, analysis, and due diligence. You will also prepare detailed fund due diligence reports and manage post-investment relationships...

Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for an Account and Settlement Officer to support our fast growing business.Responsibilities:Handle daily client money...

Get AI-powered advice on this job and more exclusive features. Responsibilities: Build a new wealth management platform by managing comprehensive wealth products and creating a delightful user experience. Drive the implementation project by collaborating with cross-functional teams to ensure successful product delivery. Manage the fund product shelf to offer...

About the Role: We are seeking a skilled legal advisor to join our Asset Wealth Management team. As a key member of our group, you will be responsible for providing expert legal guidance on all aspects of asset wealth management.The successful candidate will have a strong background in equity and/or debt investing deals, with a proven track record of...

Job Description: This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not...

Wealth and Personal BankingWealth and Personal Banking (WPB) helps deliver on HSBC's purpose by providing customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.Our international network and breadth of expertise enable us to support individuals, families, business owners,...

Ateca Consulting is a leading provider of private banking services, with a reputation for excellence and expertise in wealth management.We are currently seeking a highly skilled Director of Wealth Management to join our team, who will be responsible for building and managing a portfolio of high net worth individuals and ultra-high-net-worth clients.The ideal...

At St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation. Why St. James's Place? Impressive Scale : With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and...

High Net Worth Client Engagement This role involves building and maintaining relationships with high net worth banking clients, identifying their wealth management needs, and developing strategies to meet those needs through proactive business development and relationship building.Main Responsibilities:Develop and execute sales plans to promote wealth...

River Delta Wealth Management is a leading family office and asset management platform dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset...

As a Wealth Management Associate at Links International, you will play a key role in supporting our wealth management division in Hong Kong. You will be responsible for assisting senior team members in developing and maintaining client relationships, providing administrative support, and contributing to business growth initiatives.Responsibilities:Assist...

Company Overview">The Bank of Communications (Hong Kong) Limited is a leading financial institution in Hong Kong, committed to providing high-quality wealth management services to its discerning clients.">Job Summary">We are seeking an experienced Wealth Management Expert to join our team, responsible for managing a portfolio of high net worth clients and...

Scotiabank is committed to providing our clients with exceptional wealth management services. We're seeking a Senior Wealth Management Professional to join our team in Hong Kong, who will work closely with clients to understand their needs and goals.The ideal candidate will have a strong background in wealth management, with experience in providing tailored...

Job Overview:As a Wealth Management Professional, you will assist in analyzing market trends and preparing investment proposals. This role is ideal for individuals who want to develop their skills in private banking and wealth management.Key Responsibilities:Support Investment Consultants in researching market trends and developing investment...

About the RoleWe are looking for a Wealth Management Professional to join our team at China Securities (International) Finance Holding Company Limited. This is an exciting opportunity to develop your career in finance and work with a leading company in the industry.Key Responsibilities:Client Service: Provide comprehensive and professional financial services...

Job DescriptionWe are looking for a Senior Wealth Management Professional to join our team at the Bank of China. In this role, you will be responsible for providing expert advice on wealth management solutions to our clients and developing strategic partnerships with external organizations.Main ResponsibilitiesConduct thorough financial analyses to identify...

We're looking for a skilled Wealth Management Manager to join our team at AIA Hong Kong and Macau. As a key member of our wealth management division, you'll be responsible for delivering exceptional customer service, building strong relationships with clients, and identifying new business opportunities.About the Role:Key Responsibilities: Deliver customer...